🍿 2022-03-30 14:00:00 - Paris/France.
Makampani awiri akuluakulu azosangalatsa posachedwa adzalumikizana kuti apikisane nawo bwino Netflix (NFLX), Walt Disney (DIS) ndi Amazon (AMZN) pamsika wamakanema apamwamba kwambiri akukhamukira lunjika kwa ogula. AT&TGawo la WarnerMedia la (T) ndi Kupeza (DISCA) kuphatikiza kupanga Warner Bros. Discovery, yomwe idzagulitsidwa ngati katundu wa WBD.
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Warner Bros. Discovery ikuyembekezeka kuyamba kugulitsa kotala lachiwiri, mwina mu Epulo. Ogawana nawo AT&T adzakhala ndi 71% yamakampani atsopano ndipo omwe ali ndi Discovery adzakhala ndi 29%.
Kampani yatsopanoyo iphatikiza ntchito za akukhamukira HBO Max, Discovery+ ndi CNN+ kanema. Koma idzakhalanso ndi njira zambiri zolipira zapa TV komanso masitudiyo opanga. Zina mwazinthu monga HBO, Warner Bros., Discovery, DC Comics, CNN, Cartoon Network, HGTV, Food Network, TNT, TBS, Eurosport, Magnolia, TLC ndi Animal Planet.
Ndizinthu zonsezi pansi pa denga limodzi, osunga ndalama akudabwa ngati Warner Bros. Kutulukira kudzakhala chimphona cha akukhamukira kanema. Ndipo ngati ndi choncho, masheya a WBD adzapindula?
Kupitilira kanema pakati kotheka
"Zimapanga mphamvu zomwe zingatheke," Phillip Swann, mkonzi ndi wofalitsa TVAnswerMan.com, adauza Investor's Business Daily. "Ndipo izi zitha kukhala membala wina mumakampani. »
Swann akuneneratu kuphatikizika kwina mumakampani opanga makanema mu akukhamukira. Iye amaganiza zimenezo Netflix akhoza kugwirizana ndi Disney.
"Mpikisano ndi woopsa pakali pano, osati ku United States kokha komanso padziko lonse lapansi," adatero Swann.
HBO Max inali ndi olembetsa 73,8 miliyoni padziko lonse lapansi kumapeto kwa 2021, zomwe zidapangitsa kuti ikhale yachitatu ntchito yayikulu kwambiri akukhamukira kufunika. Netflix imatsogolera ndi olembetsa 221,8 miliyoni, kutsatiridwa ndi Disney + ndi 129,8 miliyoni.
Discovery + inali ndi makasitomala 22 miliyoni padziko lonse kumapeto kwa chaka chatha. Ndipo CNN + yomwe imayang'ana kwambiri nkhani idakhazikitsidwa pa Marichi 29.
Pakadali pano, Amazon Prime ili ndi olembetsa opitilira 200 miliyoni padziko lonse lapansi. Koma ambiri mwamakasitomalawa adasainira zopindulitsa zina kupatula ntchito ya Prime Video, monga kutumiza kwaulere kwa kampani ya e-commerce.
Mwa ena omwe akupikisana nawo pamsika wamakanema mu akukhamukira kuphatikiza Hulu, yoyendetsedwa ndi Disney, Comcast (CMCSA) ya Peacock, Padziko Lonse (PARA) Paramount + utumiki ndi apuloAppleTV+ (AAPL).
Kutsogolo kwa Warner Bros. Kutulukira
Akatswiri akuti Warner Bros. Kuzindikira kudzakumana ndi zovuta zazikulu kuyambira pachiyambi.
Poyamba, bizinesi imayamba ndi ngongole zambiri. Kampani yatsopanoyi ikhala ndi ngongole pafupifupi $58 biliyoni panthawi yophatikiza. Iyenera kubweza ngongoleyo pomwe ikupereka ndalama kuti igwirizane ndi omwe akupikisana nawo akukhamukira kanema, katswiri wa Morgan Stanley a Benjamin Swinburne adatero m'makalata aposachedwa kwa makasitomala.
Warner Bros. Discovery ikuyeseranso kusintha kuchoka ku bizinesi yake yamakanema akanema kupita ku bizinesi yamakanema ndi akukhamukira lunjika kwa ogula. Koma ndi ntchito zapa TV zolipirira ngati olembetsa omwe akutaya ma chingwe ndi satana, WBD imayang'anizana ndi kuchepa kwandalama kuchokera kuzinthu zakale.
Pakati pa mwezi wa Marichi, mkulu wa zachuma ku Discovery Gunnar Wiedenfels adati kampani yatsopanoyi ikukonzekera kuphatikiza ntchito zake za Discovery + ndi HBO Max kukhala ntchito imodzi. Wiedenfels akuyembekezeka kukhala wamkulu wazachuma ku Warner Bros. Kutulukira.
"Timakhulupirira chinthu chophatikizidwa m'malo mwa mtolo," adatero Wiedenfels pamsonkhano wa Deutsche Bank's Media, Internet & Telecom. "Kukula ndi kuzama kwa zomwe zikuperekedwazi kudzakhala lingaliro labwino kwambiri kwa ogula. »
Kuphatikiza kwa mautumiki awiriwa kuyenera kuchitika mkati mwa miyezi yophatikizika, Wiedenfels adati.
Kusuntha kodabwitsa kotchedwa Bold Move
Ananenanso kuti ntchito yolumikizana ikhala yosangalatsa kwambiri yogula, yokhala ndi zolemba za "amuna" za HBO Max zomwe zikukwaniritsa ziwonetsero zenizeni za Discovery, ndi omvera awo azimayi onse.
Alan Wolk, katswiri wamkulu pa TVRev, adati kuwululidwa kwa ntchito zophatikizika kunali kosayembekezereka.
"Kunali kusuntha komwe kudadabwitsa makampani ambiri, chifukwa lingaliro linali lakuti Discovery ipanga mtolo wa Disney kuchokera ku mautumiki awiriwa ndi CNN +," adatero m'mawu ake.
Swann adatcha kuphatikiza kwa Discovery + ndi HBO Max "sewero lamphamvu la oyang'anira makampani onse awiri."
Tsatirani a Patrick Seitz pa Twitter pa @IBD_PSseitz kuti mumve zambiri zaukadaulo wa ogula, mapulogalamu ndi ma semiconductor stocks.
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SOURCE: Ndemanga za News
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